The Board has 11 members with diverse backgrounds that are relevant to achieving FP Canada’s purpose. Currently, the Board’s composition includes:

  • four Certified Financial Planner® professionals
  • one Qualified Associate Financial Planner™ professional
  • two public directors
  • two directors-at-large
  • two financial planners (F.Pl.) licensed in the province of Québec.

Candidates for the Board are recommended by the Board Development Committee. Board members are not compensated for their work, and serve up to two, three-year terms. The Board appoints a Chair from within its ranks each year.

 

Paul Lalonde

Board Position

F. Pl.

Employer

BMO Private Wealth
Montreal, Quebec

Paul has more than 20 years of experience in wealth management. He is currently the Head of BMO Wealth Planning, Trust and Insurance Advisory Services. He previously held the position of President and Managing Director of BMO Estate Insurance Advisory Services,  where he still currently serves on their board as an executive member. 

Paul’s deep understanding of the industry and his constant focus around excellence allows him to guide advisors in delivering an exceptional client experience. His approach to leadership emphasizes coaching, learning, development and empowering his team to disrupt the industry by driving change and focusing on advice to help clients grow, protect and preserve their wealth.

Paul received his financial planning (F.Pl.) designation in 2011. He also holds a B. Comm. Finance and International Business from McGill University and currently volunteers for Fondation Autiste et Majeur.


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